David Katz is the president and chief investment officer of Matrix Asset Advisors, which he co-founded in 1986. Prior to co-founding Matrix, he worked at Management Asset Corp. in the research and portfolio management areas. At Matrix, Katz chairs the Investment Policy Committee. Katz is a CFA charterholder who appears frequently as a guest on CNBC, Bloomberg Television and Radio and WCBS-AM in New York. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing earned him various awards and distinctions at the undergraduate and graduate levels.
Recent Articles By The Author
Create a 'Barbell' of Value, Income Stocks
Value stocks will extend their outperformance over growth stocks that began last year.
Cost Cutting Boosts McDonald's Earnings
Management sees benefits of digital technologies for further growth.
Fixed Income Trading Boosts MS, GS Results
Strong capital and cost controls also helped the investment banks' fourth-quarter results.
Big 3 Banks Point in the Right Direction
Wells Fargo, JPMorgan Chase and Bank of America booked solid net interest margins in 4Q.
Your Portfolio: Where You Want Visa to Be
The company's margins and cash flows are unbelievably attractive.